Miles Treaster & Associates DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Miles Treaster & Associates
  • Sponsor EIN: 941436765
  • Sponsor Address: 1810 13TH STREET, SUITE 1, SACRAMENTO, CA, 95811
  • Plan Type: DC
  • Total Participants: 39
  • Total Assets: $8.3M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202439$8.3M$318,742$0
202330$6.0M$208,048$0
202230$5.7M$140,178$0

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